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How to Review Your Business Finances Mid-Year
Category: Fundamentals
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How to Review Your Business Finances Mid-Year -
Three Simple Habits That Will Help You Stick To Your 2020 Budget
It’s that time again! The end of the year (in fact the end of the decade!) is upon us, and a lot of us are starting to set goals for… -
Preparing For The Upcoming Recession
The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me… -
10 Questions Your Financial Advisor Should Ask You
Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by… -
The Top 10 Financial Planning Concerns for Unmarried Couples
Before marriage equality, LGBTQ planning lore was full of horror stories. There was the lifelong partner kicked out onto the street after his lover passed away. A woman who had… -
Four Steps That Can Improve Any Situation
My niece is the cutest human being on the planet. She just turned two, and she’s talking quite a bit. As the daughter of a British mom and an American… -
12 Financial Tasks for the 12 Months of 2019
I love the clean slate the New Year offers. None of us have messed up yet in 2019! What a great feeling. But how do you keep that winning streak… -
Your Year-End Checklist
I love a good checklist. I started the year with one to keep you on track, so it seems fitting to the end the year with one as well. Before… -
Is Leasing a Car Right for You?
There are some personal finance debates that will be around forever: Should you by a home or rent? Is term or permanent insurance a better deal? And here’s one that… -
Test Yourself: Are You Ready To Be The Next Millionaire Next Door?
Originally appeared on Forbes.com When I first started learning about how money works, I read every money management book I could get my hands on. One of my favorites was… -
Start Your Travel Rewards Planning Now
Ahhh…September. Labor Day marks the unofficial end of summer. The kids get back to school. The weather begins to change. And we gear up for the holidays. While summer vacation… -
What Do Financial Advisors Actually Do?
This article first appeared on Forbes.com What do I do for clients? I’ve run into this question a lot lately, and I understand why it comes up. The term “financial advisor” can mean lots of different things—different…